Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,958 | $88,672-4.2% | $105,223-19.3% | $82,448+3.0% |
| Participation rate | 76.7% | 67.9%+8.8pp | 75.0%+1.7pp | 68.1%+8.7pp |
| Annual return | 16.77% | 30.86%-14.1pp | 180.65%-163.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $4,434 | $3,048+45.5% | $3,689+20.2% | $2,551+73.8% |
| Participant deferral / active EE | $7,606 | $4,036+88.5% | $5,072+50.0% | $4,139+83.8% |
| Admin fee / account holder | $339 | $7,146-95.2% | $8,859-96.2% | $7,234-95.3% |